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Portfolio (Quarterly) Guide ↗

3 FACTOR INDEXING, LLC

· CIK 0002135169
13F Portfolio $118M AUM 438 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 21 Added 47 Reduced 42 Exited
Page 17 of 22  ·  438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DHI D R HORTON INC Consumer Cyclical 1.0 $163.0 $163.00 -10.9%
322 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2.0 $163.0 $81.50 -10.0%
323 IOT SAMSARA INC Technology 5.0 $163.0 $32.60 +28.4%
324 WFRD WEATHERFORD INTL PLC Energy 2.0 $163.0 $81.50 +12.8%
325 XEL XCEL ENERGY INC Utilities 2.0 $161.0 $80.50 -4.1%
326 EQT EQT CORP Energy 3.0 $160.0 $53.33 +2.7%
327 HBAN HUNTINGTON BANCSHARES INC Financial Services 9.0 $160.0 $17.78 -5.2%
328 IONS IONIS PHARMACEUTICALS INC Healthcare 2.0 $159.0 $79.50 -21.5%
329 VST VISTRA CORP Utilities 1.0 $159.0 $159.00 -12.1%
330 EL LAUDER ESTEE COS INC Consumer Defensive 2.0 $158.0 $79.00 +34.4%
331 LPX LOUISIANA PAC CORP Basic Materials 2.0 $158.0 $79.00 -10.5%
332 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3.0 $158.0 $52.67 +19.7%
333 WMS ADVANCED DRAIN SYS INC DEL Industrials 1.0 $157.0 $157.00 -11.6%
334 HALO HALOZYME THERAPEUTICS INC Healthcare 2.0 $157.0 $78.50 +36.2%
335 TEAM ATLASSIAN CORPORATION Technology 2.0 $156.0 NEW $78.00 +138.0%
336 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 2.0 $156.0 $78.00 -11.7%
337 NTAP NETAPP INC Technology 1.0 $155.0 $155.00 +23.0%
338 OSK OSHKOSH CORP Industrials 1.0 $154.0 $154.00 +1.8%
339 FORTINET INC 1.0 $154.0 $154.00
340 F FORD MTR CO Consumer Cyclical 11.0 $153.0 $13.91 +0.3%
Page 17 of 22  ·  438 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Technology 28.6%
Healthcare 11.0%
Industrials 10.5%
Consumer Defensive 3.4%
Communication Services 2.3%
Consumer Cyclical 1.8%
Energy 1.6%
Real Estate 0.1%
Basic Materials 0.0%